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Keating Financial Advisory Services’s UnitedHealth UNH Stock Holding History

Keating Financial Advisory Services’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$803K Buy
1,931
+85
+5% +$31.5K 0.11% 130
2026
Q1 		$500K Sell
1,846
-3,152
-63% -$939K 0.08% 170
2025
Q4 		$1.65M Buy
+4,998
New +$1.69M 0.22% 78

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Keating Financial Advisory Services's UNH Position: Q2 2026 in Review

Keating Financial Advisory Services increased its UnitedHealth (UNH) stake by 4.6% in Q2 2026, buying an estimated $31.5K and bringing the position to 1,931 shares worth $803K. The position accounts for 0.11% of the portfolio, ranked #130.

Keating Financial Advisory Services first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.65M in Q4 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Keating Financial Advisory Services held 1,931 shares of UnitedHealth worth $803K as of Q2 2026.
  • Keating Financial Advisory Services bought 85 UnitedHealth shares in Q2 2026, an estimated $31.5K.
  • UnitedHealth made up 0.11% of Keating Financial Advisory Services's portfolio in Q2 2026, its #130 holding.
  • Keating Financial Advisory Services first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's UnitedHealth position peaked at $1.65M in Q4 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.